+220,578.8%
LRCX vs MCD
+6,501.1%
+214,077.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +26.2% | -1.6% | +27.8% | +27.1% |
| 30D | -22.4% | +16.0% | -38.4% | -28.0% |
| 3M | -28.2% | 0.0% | -28.2% | -29.0% |
| 6M | -19.0% | +0.9% | -20.0% | -21.4% |
| YTD | +37.0% | -8.7% | +45.7% | +39.1% |
| 1Y | +45.5% | -8.6% | +54.1% | +47.2% |
| 3Y | +249.7% | +9.9% | +239.8% | +214.9% |
| 5Y | +293.9% | +22.6% | +271.2% | +236.7% |
| 10Y | +2,639.6% | +204.6% | +2,435.0% | +1,449.9% |
| All | +220,578.8% | +6,501.1% | +214,077.7% | +23,126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MCD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling